Financial advisors in Pittsford, NY

386 advisors · page 2 of 13

Gregory Rahmlow
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Jacob Moshier
Financial advisor at Flower City Capital LLC
Flower City Capital LLC · $444.6M AUM
CFP®VerifiedFinancial planning
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Jacob Schlicht
Financial advisor at Kickstand Wealth Advisors
Kickstand Wealth Advisors · $633.5M AUM
CFP®VerifiedFinancial planning
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Jacquelyn Dohse
Financial advisor at J. W. Cole Advisors, Inc.
J. W. Cole Advisors, Inc. · $8.25B AUM
CFP®VerifiedFinancial planning
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Jay Lasser
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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Jeffrey Feldman
Financial advisor at Rochester Financial Services
Rochester Financial Services · $340.6M AUM
CFP®VerifiedFinancial planning
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Jeffrey Praino
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
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Jeffrey Sharman
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Jessica Ferrindino
Financial advisor at The Ameriflex Group
The Ameriflex Group · $9.66B AUM
CFP®VerifiedFinancial planning
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John Howe
Financial advisor at Hamewith Wealth
Hamewith Wealth
CFP®VerifiedFinancial planning
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John Pascucci
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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John Sartini
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
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John Skomski
Financial advisor at The Ameriflex Group
The Ameriflex Group · $9.66B AUM
CFP®VerifiedFinancial planning
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Jonathan Thomas
Financial advisor at Jql Wealth
Jql Wealth · $44.9M AUM
CFP®VerifiedFinancial planning
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Joseph Tobin
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Kam-Lin Hill
Financial advisor at Professional Financial
Professional Financial · $225.8M AUM
CFP®VerifiedFinancial planning
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Kathleen Roth
Financial advisor at J. W. Cole Advisors, Inc.
J. W. Cole Advisors, Inc. · $8.25B AUM
CFP®VerifiedFinancial planning
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Kelly Olczak
Financial advisor at Lynnleigh & Company, LLC
Lynnleigh & Company, LLC · $161.5M AUM
CFP®VerifiedFinancial planning
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Kerri Palermo
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
CFP®VerifiedFinancial planning
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Kerry Tallon
Financial advisor at Post Resch Tallon Group
Post Resch Tallon Group · $340.2M AUM
CFP®VerifiedFinancial planning
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Kimberly Anderson
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Mark Colgan
Financial advisor at J. W. Cole Advisors, Inc.
J. W. Cole Advisors, Inc. · $8.25B AUM
CFP®VerifiedFinancial planning
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Mark Paganelli
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
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Michael Kiviat
Financial advisor at Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Advisory Services, LLC · $122.19B AUM
CFP®VerifiedFinancial planning
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Michael Munn
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Michael Rizzolo
Financial advisor at Flower City Capital LLC
Flower City Capital LLC · $444.6M AUM
CFP®VerifiedFinancial planning
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Paul Hill
Financial advisor at Professional Financial
Professional Financial · $225.8M AUM
CFP®VerifiedFinancial planning
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Perry Noun
Financial advisor at Blue Horizon Equity, Inc.
Blue Horizon Equity, Inc. · $745.9M AUM
CFP®VerifiedFinancial planning
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Peter Van Der Voorn
Financial advisor at Professional Financial
Professional Financial · $225.8M AUM
CFP®VerifiedFinancial planning
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Philip Weisberg
Financial advisor at Weisberg Financial Services
Weisberg Financial Services · $15M AUM
CFP®Verified
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Pittsford, NY

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Pittsford, NY.

How this list works

Before you hire an advisor in Pittsford, NY